Crestmont Private Wealth’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,076
| Closed | -$205K | – | 87 |
|
|
2024
Q1 | $205K | Buy |
+4,076
| New | +$205K | 0.1% | 59 |
|
|
2023
Q2 | – | Sell |
-4,076
| Closed | -$206K | – | 49 |
|
|
2023
Q1 | $206K | Hold |
4,076
| – | – | 0.13% | 47 |
|
|
2022
Q4 | $251K | Sell |
4,076
-1,472
| -27% | -$90.5K | 0.17% | 39 |
|
|
2022
Q3 | $334K | Buy |
5,548
+50
| +0.9% | +$3.01K | 0.25% | 18 |
|
|
2022
Q2 | $303K | Buy |
5,498
+78
| +1% | +$4.3K | 0.3% | 16 |
|
|
2022
Q1 | $320K | Sell |
5,420
-320
| -6% | -$18.9K | 0.3% | 15 |
|
|
2021
Q4 | $253K | Buy |
+5,740
| New | +$253K | 0.24% | 14 |
|